Talk to Trish
Book a time, call, or email. Trish answers the phone herself.
What happens on the free call
The free first call is 60 minutes. Monday to Friday, 9 to 5 Mountain.
- 01
You describe the situation
How far behind you are, what software you're on, whether you run payroll. Nothing to prepare. Not sure? Say so. That tells us where to start.
- 02
We tell you what it would take
Which services fit, and roughly how long catch-up work would take. The price comes in a written proposal, quoted up front. If you don't need us, we say so.
- 03
You decide after the call
Nothing gets signed on the phone. You get the proposal in writing, and you can take the time you need. Once you decide, there are no hidden costs.
There's no presentation, and nothing to prepare.
What a month with us looks like
- 01
- Receipts land as you goPhotograph a receipt on your phone and Dext attaches it to the transaction.
- 02
- We reconcile through the monthBank feeds matched, transactions categorised, questions sent to you in Asana as they come up.
- 03
- Closed by the 15thYour books are done by the 15th of the following month.
Calgary based, with clients outside Alberta
Cash Flow Advisory Inc. is Calgary based. About 40% of our clients are outside Alberta. Books and payroll work the same whether you are in the city or not.
Behind on your books?
Bring the mess. It's fixable. The free first call is 60 minutes.
Book My Free Call